Services / Business Services
Clean books. Clear numbers.
Clean, current books aren't bureaucracy — they're the difference between deciding with data and guessing. We keep them that way without you touching a spreadsheet.
What this can cover.
Accounting & bookkeepingScope is set per client. Not every line below applies to every engagement — some are not necessary at all — and what we take on is agreed with you before any work starts.
Why clean books compound.
The caseMessy books cost you three times: at tax time (your CPA reconstructs the year at CPA rates), at the bank (loans stall without current statements), and every day between (you're steering a business by its bank balance).
Clean monthly books reverse all three — and because Xel's tax team works from the same file, year-end becomes a formality instead of an archaeology project.
How the service runs
- QuickBooks Online, receipts by phone photo
- Dedicated bookkeeper + CPA reviewer
- Flat monthly fee, quoted up front
- A close on the schedule your engagement calls for
Two levels — and a CFO when you’re ready.
Grow into itStart where you are. Most clients begin with bookkeeping and add controller or CFO work as the business grows — same team, same file, no handoff.
FAQs.
Quick answersSwitching without the drama.
OnboardingThe number-one reason businesses stay with books they hate is the fear of switching. So we made onboarding boring: week one, we take read access to your bank feeds, payroll, and current file and quote the catch-up scope before starting it. Weeks two to four, the catch-up runs as a one-time project — chart of accounts rebuilt, personal charges untangled, balances reconciled to the bank.
By the second month you are in the standing rhythm: transactions categorized weekly, accounts reconciled monthly, and statements delivered on schedule with plain-English commentary. Your old bookkeeper does not need to be confronted; we handle the handoff paperwork.
The stack is deliberately standard — QuickBooks Online, receipt capture from your phone, payroll through the platform you already use (we support Gusto, ADP, SurePayroll, and Paychex) — so you are never locked into anything proprietary to us.
And because the same file feeds your tax return and your CFO reporting, every hour of bookkeeping does triple duty.
- Categorized transactions & reconciled accounts
- P&L, balance sheet, cash-flow statement
- Plain-English commentary on what moved
- Sales tax filed on calendar
- CPA review before anything ships
Available at every office.
And everywhere elseWork with a local advisor in person, or run the whole engagement remotely — same team, same portals, same standard.